Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr Us Small C (SCHA)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Small C (SCHA) during Q1 2024. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US SMALL-C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-140- 0.66% |
$6.28K - $6.89K
|
21.2K
$555K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-140- 2.17% |
$6.28K - $6.89K
|
6.32K
$166K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-144- 2.05% |
$6.46K - $7.09K
|
6.88K
$180K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-150- 1.73% |
$6.73K - $7.39K
|
8.52K
$223K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-150- 1.53% |
$6.73K - $7.39K
|
9.67K
$253K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-150- 0.44% |
$6.73K - $7.39K
|
34.1K
$895K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-153- 7.85% |
$6.86K - $7.53K
|
1.8K
$47.1K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-158- 2.38% |
$7.08K - $7.78K
|
6.49K
$170K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-158- 0.27% |
$7.08K - $7.78K
|
58.1K
$1.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-159- 0.49% |
$7.13K - $7.83K
|
32.4K
$850K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-160- 1.64% |
$7.17K - $7.88K
|
9.6K
$252K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-161- 3.6% |
$7.22K - $7.93K
|
4.31K
$113K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-162- 9.94% |
$7.26K - $7.98K
|
1.47K
$38.5K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-162- 40.7% |
$7.26K - $7.98K
|
236
$6.19K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-167- 0.26% |
$7.49K - $8.22K
|
65K
$1.7M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-180- 2.15% |
$8.07K - $8.86K
|
8.2K
$215K
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-181- 1.24% |
$8.12K - $8.91K
|
14.4K
$376K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-182- 0.52% |
$8.16K - $8.96K
|
34.6K
$906K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-183- 1.1% |
$8.21K - $9.01K
|
16.5K
$433K
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-185- 1.37% |
$8.3K - $9.11K
|
13.4K
$350K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-188- 1.53% |
$8.43K - $9.26K
|
12.1K
$318K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-192- 0.92% |
$8.61K - $9.45K
|
20.6K
$539K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-200- 10.53% |
$8.97K - $9.85K
|
1.7K
$44.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-201- 0.84% |
$9.01K - $9.9K
|
23.8K
$623K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-202- 1.11% |
$9.06K - $9.95K
|
17.9K
$470K
|
|
|
Apr 22, 2024
Q1 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-206- 4.79% |
$9.24K - $10.1K
|
4.09K
$107K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-206- 0.24% |
$9.24K - $10.1K
|
87K
$2.28M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-214- 2.78% |
$9.6K - $10.5K
|
7.49K
$196K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-224- 20.25% |
$10K - $11K
|
882
$23.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-230- 2.91% |
$10.3K - $11.3K
|
7.66K
$201K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-237- 29.12% |
$10.6K - $11.7K
|
577
$15.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-240- 0.47% |
$10.8K - $11.8K
|
50.4K
$1.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-243- 1.32% |
$10.9K - $12K
|
18.1K
$475K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-251- 51.33% |
$11.3K - $12.4K
|
238
$6.24K
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-252- 1.22% |
$11.3K - $12.4K
|
20.4K
$535K
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-257- 1.48% |
$11.5K - $12.7K
|
17.1K
$448K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-262- 13.46% |
$11.7K - $12.9K
|
1.69K
$44.2K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-277- 6.17% |
$12.4K - $13.6K
|
4.22K
$110K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-277- 6.17% |
$12.4K - $13.6K
|
4.22K
$110K
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-281- 0.39% |
$12.6K - $13.8K
|
71.3K
$1.87M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-286- 51.91% |
$12.8K - $14.1K
|
265
$6.95K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-286- 1.07% |
$12.8K - $14.1K
|
26.4K
$691K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-293- 3.14% |
$13.1K - $14.4K
|
9.05K
$237K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-303- 14.31% |
$13.6K - $14.9K
|
1.82K
$47.6K
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-306- 1.48% |
$13.7K - $15.1K
|
20.4K
$535K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-313- 0.96% |
$14K - $15.4K
|
32.2K
$843K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-316- 2.09% |
$14.2K - $15.6K
|
14.8K
$389K
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-322- 2.58% |
$14.4K - $15.9K
|
12.1K
$318K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-323- 0.25% |
$14.5K - $15.9K
|
130K
$3.4M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-326- 5.15% |
$14.6K - $16.1K
|
6K
$157K
|